Marketing Content Automation for Investment Companies

In a highly regulated industry like financial services, providing accurate information in a competitive time-frame is essential. By implementing automation, your team can simplify production tasks and create compliant marketing communications in record time.

Automate your data-heavy, templated documents to save time and minimize risk.

  • Fund FactSheets
  • Strategy FactSheets
  • Performance Grids
  • Websites
  • Newsletters
  • Commentaries
  • Data Aggregation
  • Marketing Workflow
  • Product Guides
  • Attribution Reports
  • Pitchbooks
  • Proposals
  • Enrollment Kits
  • Prospectuses
  • Board Books
  • & more!

Go-to-market faster with compliant marketing content

Improve speed-to-market — Get your content updated and distributed fast

Imagine publishing 1,500 documents in just 10 business days, plus a full website refresh, with only three staff. That’s exactly what one of our clients does using our automation system. Many of our clients cut their overall production time by 50% and get their communications out in record time.

Improve data accuracy and reduce regulatory risk

The key to achieving time-to-market goals is data velocity. And that’s why our clients love us, because automating investment data management processes is our specialty. Our platform helps you collect data from every source, in any format into a centralized database. We validate, transform, and calculate the data and store it in one clean, central database for marketing use. Your whole team can rest assured that regulatory standards are met and DATA is reliably sourced and accurate.

Streamline your workflow

We streamline some of the most complex workflows imaginable, enabling global marketing and sales teams to get more work done with amazing results. Our automation software is very flexible, meaning it will wrap seamlessly around your designs, content, DATA, and communication plan to meet your exact needs. No need to adapt your team’s process to us — we will adapt to you.

Centralize and share your data and content

Centralize your key marketing assets in one place to generate compliant documents, web content,and emails.  Store your images, copy, disclosures, art files, templates, and data feeds and leverage them to created automated content with accurate and consistent data across your communication mediums. For example, when you make a change to a disclosure saved in our platform, it is automatically updated everywhere it appears – on fact sheets, websites, commentaries, etc. The system keeps a full audit trail of all changes and approvals so you can go back and see who make what change and when, should you ever need to know.

White Paper: 10 Tips for Rebranding Fund Marketing Documents

Best practices for your next rebranding initiative

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Automate your quarter-end process across all communication types

Solve any kind of investment marketing communication or operational challenge across the spectrum of print, digital, and web publishing. We take your data and turn it into any output you need for any purpose, including PowerPoint, PDF, Word, HTML, JSON, XML, TXT, and more.

1) Documents: Fact Sheets, Commentaries, Sales Presentations, and more

Automatically assemble and distribute your data-intensive documents like factsheets, commentaries, enrollment kits, board books, fund guides, proposals — you name it. Our claim to fame is the flexibility of our system. Our document templates are built 100% to your specs to offer maximum control over how your information is displayed.  Automate distribution of finished documents to their final destination – print vendor, shared network drive, your website, cloud location, etc.

2) Website Content: Publish PDFs, Charts and Graphs, Product Pages and more

Leverage your content to automatically post your literature (PDFs), populate individual web page components, or publish entire HTML pages. Many clients leverage it to support their website in ways ranging from delivering data feeds to full-page or component production.  Push raw data and content to your website or produce fully rendered charts, graphs, tables, and disclosure blocks in a ready-to-use format. We can confidently say that our data visualization capabilities are unmatched in the industry. We create smart and adaptable charts to meet virtually any design or reporting requirement. Our charting capabilities are so strong that we have clients who use us for this expertise alone. Our processing engines for data charting are capable of producing thousands of charts a minute, with the designs being 100% customizable to client specs. Tell us what you need and we’ll deliver!

3) Emails: Weekly or Monthly Newsletters

Leverage your marketing content to automate your weekly or monthly newsletters. Communicate instantly with investors and/or advisors as soon as your data is ready. We create custom templates and workflows to compliment any requirements necessary. Take the burden off of your marketing team and leverage your data to send timely and compliant email communications.

4) Reverse Data Feeds: XML, JSON, and more

Automatically send your clean and validated data to any system or team that needs it. This ensures that your data is consistent across all of your communication assets.

From the Blog: Multi-Language Fact Sheet Production

The art and science of producing multi-language fact sheets

Read the Article


Product Info

Want to learn more? Download the Brochure


See automation in action. Request a Demo

What’s your story?

Have you reached a scaling problem? Are you spending too much time updating and producing documents manually? Most of our content automation implementations can be completed within one business quarter — or about 90 days. To learn more about our approach to automation, GET IN TOUCH!

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What's Your Story?

We’d love to learn more about your situation and needs. To speak with one of our automation experts or see demos of our products, drop us a line using the form below or call us at 312-948-4949.

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